Data as of Oct 28, 2026.
IWB vs VIG: Differences, Returns & Fees
Over the year to Oct 28, 2026, IWB returned +13.1% to VIG's +13.9%; 40% of their weight is in the same names.
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Net assets: $49.1bn on Oct 28, 2026 for iShares Russell 1000 ETF, and $109.1bn on Sep 30, 2026 for Vanguard Div Appreciation ETF.
Pair scorecard
VIG costs 0.11 points a year less; their one-year returns differ by 0.8 points; VIG is 2.2 times larger.
| Measure | IWB | VIG |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.1% | +13.9% |
| Benchmark | ||
| What it tracks | Russell 1000 Index | S&P U.S. Dividend Growers Index |
| Cost and size | ||
| Expense ratio | 0.15% | 0.04% |
| Net assets, as of Sep 30, 2026 | $48.6bn | $109.1bn |
| Holdings | ||
| Holdings in common | 40% | |
| Top ten holdings, share of the fund | 35.3% | 34.5% |
Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method
Risk and return
May 5, 2006 to Oct 23, 2026 · 1,068 weekly returnsIWB returned more: +714.6% to +619.3%. VIG swung less: 15.7% to 18.0%. VIG fell less at its worst: −45.9% to −54.8%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IWB | VIG | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +714.6% | +619.3% | IWB | Price change plus distributions, reinvested. |
| Annualized | +10.8% | +10.1% | IWB (slight) | Total return as a yearly rate. |
| Price return | +474.7% | +379.5% | IWB | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 18.0% | 15.7% | VIG | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 12.7% | 11.0% | VIG | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −54.8% | −45.9% | VIG | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.56 | 0.58 | VIG (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 0.80 | 0.83 | VIG (slight) | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.20 | 0.22 | VIG | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,068 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IWB and VIG hold 40% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.
half
40% in common
Only in one fund ↓
Side by side
IWB and VIG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IWB and VIG are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IWB follows Russell 1000 Index and VIG follows S&P U.S. Dividend Growers Index.
- Holdings in common. 40% of the weight is in the same securities (holdings dated Oct 27, 2026 and Sep 30, 2026).
- Number of holdings. IWB holds 1,025 positions and VIG holds 335.
Data as of Oct 28, 2026.
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IWB
IWB tracks the Russell 1000. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.2% for its benchmark, the Russell 1000 Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,025 positions, with the top ten at 35.3%.
VIG
VIG tracks an index of Dividend growth. Over the year to Oct 28, 2026 it returned +13.9% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer as of Sep 30, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 335 positions, with the top ten at 34.5%.
Questions people ask
- Which returned more over the last year, IWB or VIG?
- In the year to Oct 28, 2026, with distributions reinvested, IWB returned +13.1% and VIG +13.9%.
- Which is cheaper, IWB or VIG?
- VIG is cheaper, by 0.11 percentage points a year. That is about $11 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, IWB against VIG, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwb-vs-vig
ETFIQ. (Oct 28, 2026). IWB against VIG. Retrieved from https://etfiq.com/compare/any/iwb-vs-vig
[IWB against VIG (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/iwb-vs-vig)
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